Business leadership experience, both formally and informally Deep understanding of Microsoft Office Suite Experience in reading and understanding reports (e.g. balance sheets, income statements, and periodic filings) Analytical ability, demonstrated through training and informal leadership Experience in the Financial Services industry Excellent customer service ability with numerous awards for service
Work Experience
Client Associate/Resident Director Assistant/Cashier07/2015 to CurrentMerrill LynchBristol, TN
Work independently and as part of a team to execute company strategy Form relationships and understand the client, including providing excellent customer service, which has led to multiple client recognitions Listen to client goals and objectives, record them, and recommend appropriate services to complete Balance deposits and statements, with over 95% accuracy Research complex requests to ensure they meet client needs Maintain filing and data entry for a team of four Financial Advisors, while organizing them into a shared system Arrange for appointments, seminars, conference calls, and meetings using the new system I implemented Understand and comply with complex and ever-changing regulations Hold Series 7 certification, working toward Series 66.
FedEx/Smartpost Call Center Agent04/2014 to 06/2015Teleperformance, IncBristol, TN
Assist clients across a number of screens Manage client information and adhere to security protocols for maintaining client information, including preventing several security issues from impacting client accounts Maintain records via a complex digital screen while maintaining an average call and process time of less than three minutes Work independently and as part of a team completing tasks, including training newer team members Inducted into Blue Diamond club for excellence at the first eligible opportunity.
Service Desk/Flooring/Paint/Lumber/Plumbing/Electrical/Kitchen Associate12/2012 to 03/2014Home DepotBristol, VA
Form strategy to complete required workload Collect register drawers and send cash to vault for processing Assist guests in any department using a number of different programs and interfaces Cross-trained to be whole-store ready in less than a year Received numerous awards for excellent service and meeting sales goals.
Education
M.B.A: Business ManagementFebruary 2016Southern New Hampshire UniversityManchester, NHGPA: GPA: 3.3Business Management GPA: 3.3 Attended while working full time and studying to pass Series 7 Financial exam successfully on first attempt
B.A: Business ManagementDecember 2009Emory & Henry CollegeEmory, VABusiness Management
B.S: Political ScienceGPA: Graduated Cum Laude one semester early GPA: 3.7Political Science Graduated Cum Laude one semester early GPA: 3.7
Professional Affiliations
President, Young Democrats of Emory & Henry College Treasurer, Diversity Alliance Treasurer, Peace Alliance Member, Pre-Law Society Executive Committee, Student Government of Emory & Henry College
